See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,170 | $157,256-47.1% | $141,162-41.1% | $152,861-45.6% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.4%-38.0pp |
| Annual return | 22.48% | 64.32%-41.8pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $902 | $7,109-87.3% | $6,709-86.6% | $5,850-84.6% |
| Admin fee / account holder | $116 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |